Pineridge Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Pineridge Advisors’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$118K	Sell	1,221 -356	-23%	-$34K	0.03%	68
2025 Q2	$151K	Sell	1,577 -2,940	-65%	-$278K	0.05%	57
2025 Q1	$431K	Sell	4,517 -400,513	-99%	-$37.5M	0.17%	26
2024 Q4	$37.4M	Buy	405,030 +44,573	+12%	+$4.21M	14.15%	2
2024 Q3	$35.4M	Buy	360,457 +211,441	+142%	+$20.4M	13.38%	2
2024 Q2	$14M	Buy	149,016 +9,279	+7%	+$862K	4.76%	5
2024 Q1	$13.2M	Sell	139,737 -2,229	-2%	-$211K	4.65%	6
2023 Q4	$13.7M	Buy	+141,966	New	+$13.1M	4.53%	7

Other funds holding IEF

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Pineridge Advisors's IEF Position: Q3 2025 in Review

Pineridge Advisors reduced its iShares 7-10 Year Treasury Bond ETF (IEF) stake by 23% in Q3 2025, selling an estimated $34K and leaving 1,221 shares worth $118K. The position accounts for 0.03% of the portfolio, ranked #68.

Pineridge Advisors first reported a position in IEF in Q4 2023 and has held it in 8 quarters since. The position peaked at $37.4M in Q4 2024. 1,000 funds tracked by Wall St. Rank hold IEF as of Q3 2025.

Pineridge Advisors held 1,221 shares of iShares 7-10 Year Treasury Bond ETF worth $118K as of Q3 2025.
Pineridge Advisors sold 356 iShares 7-10 Year Treasury Bond ETF shares in Q3 2025, an estimated $34K.
iShares 7-10 Year Treasury Bond ETF made up 0.03% of Pineridge Advisors's portfolio in Q3 2025, its #68 holding.
Pineridge Advisors first reported a position in iShares 7-10 Year Treasury Bond ETF in Q4 2023 and has held it in 8 quarters since.
Pineridge Advisors's iShares 7-10 Year Treasury Bond ETF position peaked at $37.4M in Q4 2024.
1,000 funds tracked by Wall St. Rank held iShares 7-10 Year Treasury Bond ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.